Investment Assistant (Req 139)

Odlum Brown•Vancouver, BC

1d•CA$60,000 - CA$70,000•Onsite

About The Position

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. In this role, you will be working on a five-person team. You will play an important role in delivering a high standard of client service, supporting day-to-day portfolio administration, and contributing to a collaborative team environment. The successful candidate is client-focused, detail-oriented, and accountable, with the ability to adapt to changing priorities while maintaining accuracy and professionalism. This is an opportunity to be part of a team that is passionate about building long-term client relationships and providing personalized investment advice through all stages of life. If you are looking for a long-term opportunity with Portfolio Managers who support professional development and high standards, we would love to meet you.

Requirements

Minimum 2 years of client-facing experience within the investment industry
Registered with CIRO as an Investment Representative in good standing
Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
Strong verbal and written communication skills to create clear, engaging, and professional content
Articulate, tactful and confident interacting with clients
Exceptional attention to detail and skilled at working efficiently and accurately
Team player with a proven record of building trusting and productive relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Self-motivated, driven and operates with a high level of accountability
Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

Nice To Haves

Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset

Responsibilities

Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner
Facilitate account opening
Prepare investment performance and quarterly reports
Document transactions and client communications and ensure regulatory compliance
Collaborate with Portfolio Managers and client service teams to deliver a seamless client experience and contribute to internal improvements
Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed
Maintain accurate client records and ensure compliance with KYC/AML regulations
Execute mutual fund, equity and fixed income trades
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
Support the creation and distribution of various client and prospect communication pieces
Coordinate client and prospect events